BA
IBMI

Boston Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Boston Advisors’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$752K Sell
29,465
-1,249
-4% -$31.9K 0.04% 416
2019
Q2 		$785K Sell
30,714
-1,848
-6% -$47.1K 0.04% 414
2019
Q1 		$830K Sell
32,562
-10
-0% -$254 0.04% 378
2018
Q4 		$826K Sell
32,572
-2,528
-7% -$63.9K 0.05% 358
2018
Q3 		$886K Buy
35,100
+1,879
+6% +$47.7K 0.04% 400
2018
Q2 		$843K Buy
33,221
+260
+0.8% +$6.58K 0.02% 416
2018
Q1 		$836K Sell
32,961
-300
-0.9% -$7.61K 0.02% 403
2017
Q4 		$843K Sell
33,261
-31
-0.1% -$791 0.02% 406
2017
Q3 		$856K Buy
33,292
+690
+2% +$17.8K 0.02% 391
2017
Q2 		$834K Buy
32,602
+1,615
+5% +$41.4K 0.02% 396
2017
Q1 		$792K Buy
30,987
+3,316
+12% +$84.5K 0.02% 392
2016
Q4 		$698K Sell
27,671
-5,920
-18% -$151K 0.02% 413
2016
Q3 		$867K Buy
33,591
+10,563
+46% +$274K 0.02% 382
2016
Q2 		$598K Buy
23,028
+477
+2% +$12.3K 0.01% 434
2016
Q1 		$581K Buy
+22,551
New +$582K 0.01% 422

Other funds holding IBMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Boston Advisors's IBMI Position: Q3 2019 in Review

Boston Advisors reduced its iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) stake by 4.1% in Q3 2019, selling an estimated $31.9K and leaving 29,465 shares worth $752K. The position accounts for 0.04% of the portfolio, ranked #416.

Boston Advisors first reported a position in IBMI in Q1 2016 and has held it in 15 quarters since. The position peaked at $886K in Q3 2018. 116 funds tracked by Wall St. Rank hold IBMI as of Q3 2019.

  • Boston Advisors held 29,465 shares of iShares iBonds Sep 2020 Term Muni Bond ETF worth $752K as of Q3 2019.
  • Boston Advisors sold 1,249 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2019, an estimated $31.9K.
  • iShares iBonds Sep 2020 Term Muni Bond ETF made up 0.04% of Boston Advisors's portfolio in Q3 2019, its #416 holding.
  • Boston Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2016 and has held it in 15 quarters since.
  • Boston Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $886K in Q3 2018.
  • 116 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.